401k Plan data: BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN plan

BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN 401k Plan overview

Plan Name	BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN
Plan identification number	502

BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. has sponsored the creation of one or more 401k plans.

Company Name: BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC.

Employer identification number (EIN): 273814705

NAIC Classification: 331200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2014-02-01 ADAM WEITSMAN
502 2013-02-01 ADAM WEITZMAN
502 2012-02-01 ADAM WEITZMAN

Plan id#	Filing Submission Date	Name of Administrator
502	2014-02-01	ADAM WEITSMAN
502	2013-02-01	ADAM WEITZMAN
502	2012-02-01	ADAM WEITZMAN

Plan Statistics for BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN

401k plan membership statisitcs for BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN

Measure Date Value
2014: BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 137
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 147
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 0
Total of all active and inactive participants 2014-02-01 147
2013: BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 98
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 112
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 0
Total of all active and inactive participants 2013-02-01 112
2012: BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 117
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 99
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 0
Total of all active and inactive participants 2012-02-01 99

Measure	Date	Value
2014: BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	137
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	147
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	0
Total of all active and inactive participants	2014-02-01	147
2013: BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	98
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	112
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	0
Total of all active and inactive participants	2013-02-01	112
2012: BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	117
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	99
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	0
Total of all active and inactive participants	2012-02-01	99

Form 5500 Responses for BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN

2014: BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Insurance	Yes
2014-02-01	Plan benefit arrangement – Insurance	Yes
2013: BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Insurance	Yes
2013-02-01	Plan benefit arrangement – Insurance	Yes
2012: BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC. EMPLOYEE BENEFITS PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Insurance	Yes
2012-02-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00112461

Policy instance

Insurance contract or identification number	00112461
Number of Individuals Covered	0
Insurance policy start date	2014-02-01
Insurance policy end date	2015-01-31
Total amount of commissions paid to insurance broker	USD $38,470
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $60,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $35,940
Insurance broker organization code?	3
Insurance broker name	M & T INSURANCE AGENCY

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00112461

Policy instance

Insurance contract or identification number	00112461
Number of Individuals Covered	108
Insurance policy start date	2013-02-01
Insurance policy end date	2014-01-31
Total amount of commissions paid to insurance broker	USD $37,850
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,850
Insurance broker organization code?	3
Insurance broker name	THE PARTNERS ELLIS-EDSON-BEAUDRY-B

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

00112461

Policy instance

Insurance contract or identification number	00112461
Number of Individuals Covered	96
Insurance policy start date	2012-02-01
Insurance policy end date	2013-01-31
Total amount of commissions paid to insurance broker	USD $37,894
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $622,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,894
Insurance broker organization code?	3
Insurance broker name	THE PARTNERS ELLIS-EDSON-BEAUDRY-B

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Company Name:	BEN WEITSMAN & SON, INC. AND UPSTATE SHREDDING, INC.
Employer identification number (EIN):	273814705
NAIC Classification:	331200